Filed January 22, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,669 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,486 | $69,231-27.1% | $91,989-45.1% | $67,579-25.3% |
| Participation rate | 97.1% | 78.9%+18.1pp | 78.6%+18.4pp | 71.3%+25.8pp |
| Annual return | 22.42% | 32.03%-9.6pp | 69.02%-46.6pp | 378.56%-356.1pp |
| Employer contribution / active EE | $2,631 | $2,284+15.2% | $3,452-23.8% | $2,148+22.5% |
| Participant deferral / active EE | $4,976 | $5,854-15.0% | $5,923-16.0% | $3,539+40.6% |
| Admin fee / account holder | $9 | $107-91.8% | $7,743-99.9% | $142-93.8% |